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Fortis Capital Advisors’s Sezzle SEZL Stock Holding History

Fortis Capital Advisors’s Portfolio SEZL Stock Details SEZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Buy
+9,092
New +$958K 0.18% 104
2025
Q3 		– Sell
-1,602
Closed -$287K – 304
2025
Q2 		$287K Buy
+1,602
New +$142K 0.05% 208

Other funds holding SEZL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fortis Capital Advisors's SEZL Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in Sezzle (SEZL) in Q2 2026: 9,092 shares worth $1.56M. The stake represents 0.18% of the portfolio and ranks #104 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in SEZL as recently as Q2 2025.

Fortis Capital Advisors first reported a position in SEZL in Q2 2025 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold SEZL as of Q2 2026.

  • Fortis Capital Advisors held 9,092 shares of Sezzle worth $1.56M as of Q2 2026.
  • Sezzle was a new Fortis Capital Advisors position in Q2 2026.
  • Sezzle made up 0.18% of Fortis Capital Advisors's portfolio in Q2 2026, its #104 holding.
  • Fortis Capital Advisors first reported a position in Sezzle in Q2 2025 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held Sezzle as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.